PMS Operations Lead
15 hours ago
PMS Operations Management OpportunityJob Summary:The PMS Operations Manager will be responsible for overseeing the end-to-end operational activities of our PMS business, including client servicing, fund accounting coordination, distributor management, compliance documentation, fee processing, MIS maintenance, and corporate action handling.Manage client relationships and resolve post-account opening queries in a timely manner.Coordinate with custody and fund accounting teams to ensure smooth operational processes.Handle distributor agreements, documentation, and commission calculations efficiently.Process client payouts, performance fees, and quarterly/closure fee settlements accurately.Maintain up-to-date MIS reports, transaction data, and audit records.Ensure completion of compliance requirements (KRA, Aadhaar, income proof, nominee updates, Code of Conduct).Maintain research report logs, grey list records, and employee trade approval tracking systems.Oversee corporate action processing and resolve trade-related issues promptly.Verify end-of-day operational files and monitor pool account balances regularly.
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PMS & AIF Operations Lead
2 weeks ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations Lead Education - Chartered Accountant (CA) – Mandatory Experience required - 1 Year Role Summary Lead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires...
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PMS & AIF Operations Lead
2 weeks ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations Lead Education Chartered Accountant (CA) – Mandatory Experience required - 1 Year Role Summary Lead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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PMS & AIF Operations Lead
2 weeks ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations Lead Education Chartered Accountant (CA) – Mandatory Experience required - 1 Year Role Summary Lead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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PMS & AIF Operations Lead
2 days ago
Mumbai, Maharashtra, India CareerFit Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: PMS & AIF Operations LeadRole SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong ownership, process discipline, and hands-on execution.Key ResponsibilitiesFund...
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PMS & AIF Operations Lead
2 weeks ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations LeadEducation- Chartered Accountant (CA) – MandatoryExperience required - 1 YearRole SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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PMS & AIF Operations Lead
2 weeks ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – Mandatory Experience required - 1 Year Role SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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PMS & AIF Operations Lead
2 weeks ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – Mandatory Experience required - 1 Year Role SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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PMS & AIF Operations Lead
2 weeks ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – Mandatory Experience required - 1 Year Role SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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Pms & aif operations lead
1 week ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – MandatoryExperience required - 1 YearRole SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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Pms & aif operations lead
6 days ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – MandatoryExperience required - 1 YearRole SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...